Taylor Hegna, CFP®

RIA & Wealth Management Operations Manager at Great Waters Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Minneapolis-St. Paul Area

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Bio

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Experience

  • Great Waters Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • RIA & Wealth Management Operations Manager
      • Oct 2022 - Present

    • RIA Operations Manager
      • Nov 2021 - Sep 2022

    • Planning Education and Operations Specialist
      • Feb 2021 - Oct 2021

    • Planner
      • Aug 2017 - Feb 2021

  • University of Wisconsin-Madison
    • Higher Education
    • 700 & Above Employee
    • Football Student Manager
      • Aug 2013 - May 2017

    • Football Student Equipment Manager
      • May 2015 - Aug 2015

Education

  • University of Wisconsin-Madison
    Bachelor of Science (B.S.), Personal Financial Planning, Economics
    2013 - 2017

Community

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